Us companies on course for highest quarterly earnings growth since 2021

“In the absence of tech-related spending, the US would be close to, or in, recession this year,” says George Saravelos of Deutsche Bank. Growth in the world’s largest economy is proving resilient desp

Companies in the news and how they were assessed

China’s stockmarket is booming, but renewed animal spirits are not yet helping the wider economy, says Lee Ying Shan for CNBC. More than $3trn in market capitalisation has been added across mainland a

Storming earnings see infrastructure IT firm tear up growth assumptions

Britain’s investment establishment is firmly convinced that the US market – and in particular the technology-centric “Magnificent Seven” stocks – are an investment bubble that is destined to implode a

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